Accept new enquiries quickly
Take enquiries from your booking page and get straight to reviewing, with less email back-and-forth.
Feature spotlight
Client onboarding without the email tennis
Send agreements and intake forms, collect signatures and track what each client still needs to complete.
Prepare clients for their first session
The admin around therapy should be sorted from day one, for you and for your client.
Before
- 1Chasing forms and agreements over email
- 2Copying client details between inboxes, docs, and notes
- 3Manually checking who has signed what, and when
- 4Starting first sessions without key admin complete
Agreements and onboarding status stay with the client record.
See the onboarding flow in practice
From enquiry to signed agreement and completed intake form.
Capture enquiries and move clients into onboarding quickly
New enquiries land straight in your workflow, ready to review. Clients can book a consultation or a session that goes directly into your calendar. Keep each request connected to the client record.
Collect agreements digitally with a clear audit trail
Start from a template or write your own counselling agreement. Send it for signature and track completion against each client.
From first enquiry to fully onboarded, all in one view
See new clients, sent documents and outstanding onboarding steps in one view.
In your daily practice
Collect signed agreements online
Clients read and sign online before their first session. Signed agreements stay with their client record.
Include your own intake form
Build a client form, choose it for onboarding and keep completed answers with the client record.
Make client emails sound like you
Save your own wording for client emails in Settings. Edit the greeting, message and closing, preview the result and restore the default when you need it.
Why therapists switch to Bloom
- Built for therapy onboarding rather than generic intake forms.
- Clients complete their agreement and forms in one flow.
- Keeps agreements and client setup tied to each client record.
A calmer home for your practice.
Bloom is £29 a month. Settle in, see how it feels, and if it isn’t right for you in the first 30 days, we’ll refund you in full.
30-day money-back guaranteeCancel any timeUK-based support, real humans
Get startedOr email hello@trybloom.co.uk if you’d like a hand with the move.